Retirement plan

ANTHONY C BROCCOLI, DMD, INC. PROFIT SHARING PLAN

Name: ANTHONY C. BROCCOLI, DMD, INC. - ANTHONY C BROCCOLI, DMD, INC. PROFIT SHARING PLAN (2024) Form 5500
Creator: ANTHONY C. BROCCOLI, DMD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ANTHONY C BROCCOLI, DMD, INC. PROFIT SHARING PLAN, ANTHONY C. BROCCOLI, DMD, INC.

ANTHONY C. BROCCOLI, DMD, INC.EIN 04-2456440Plan #002PY 2024

15 CENTRAL STREET - ANDOVER, MA 01810978-475-0450

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$4.6M

+19.5% from 2023

Total participants

0.0% from 2023

Average account balance

$663,137

+19.5% from 2023

Annual return

17.11%

-1.59 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.64M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$663K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.11%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$663,137

$183,539+261.3%

$155,556+326.3%

$145,897+354.5%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

17.11%

61.31%-44.2pp

64.84%-47.7pp

552.29%-535.2pp

Employer contribution / active EE

$2,041

$5,315-61.6%

$4,675-56.3%

$4,663-56.2%

Participant deferral / active EE

$11,075

$6,467+71.3%

$5,631+96.7%

$6,689+65.6%

Admin fee / account holder

$19,275-100.0%

$15,885-100.0%

$13,390-100.0%

ANTHONY C BROCCOLI, DMD, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ANTHONY C BROCCOLI, DMD, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion